Sumit Gautam

Sumit Gautam, founder of Scalar Gauge and a seasoned private equity executive, shares his insights on the AI hype. He argues that expectations for AI in 2025 may be overly optimistic and explains his investment philosophy prioritizing software companies. Gautam discusses the differences between private equity and public markets, emphasizing careful selection amid the tech sector's volatility. He also touches on the importance of the Hearts & Minds conference for supporting medical research, where leading investors pitch their best ideas.